Tag Archive

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Graham’s Take on Book Value 10-2 Treasury Inversion Beyond Infinity Central Bank Pretending There’s No Inflation Maybe We Should All Just Invest In SPY How To Get Optionality In The Market Tesla … Read More

In their  latest episode of the VALUE: After Hours Podcast, Scanlon, Brewster, and Carlisle discuss 50% Moves In Chinese Stocks. Here’s an excerpt from the episode: Tobias: Speaking of things that are ripped, Alibaba, back from the dead. Charlie Munger, this year, greatest investor ever. Bill: Yeah. Smartest man alive. … Read More

In their  latest episode of the VALUE: After Hours Podcast, Scanlon, Brewster, and Carlisle discuss Xiang Guangda’s Wrong-Way Bet on Nickel Futures Broke The Exchange. Here’s an excerpt from the episode: Tobias: Let’s talk about nickel. What’s been happening in the nickel market? Kyla: Yeah, that’s been pretty wild. It’s … Read More

In their  latest episode of the VALUE: After Hours Podcast, Scanlon, Brewster, and Carlisle discuss Surging Wheat Prices & Fertilizer Shortages. Here’s an excerpt from the episode: Tobias: One of the people that I worked for was the Grain Board. Let’s talk about wheat. Bill: All right. Tobias: What’s going … Read More

In their  latest episode of the VALUE: After Hours Podcast, Scanlon, Brewster, and Carlisle discuss Value Investing In The Commodity Space. Here’s an excerpt from the episode: Bill: What he did was, if you’re producing corn or whatever, well, I guess, corn is not a great example. But oil, you … Read More

In this episode of the VALUE: After Hours Podcast, Kyla Scanlon, Bill Brewster, and Tobias Carlisle chat about: Value Investing In The Commodity Space What’s Causing The Wheat Crisis? Xiang Guangda’s Wrong-Way Bet on Nickel Futures Broke The Exchange 50% Moves In Chinese Stocks Calling The Bottom Berkshire’s Acquisition of … Read More

In their  latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss The Importance Of Surrendering In Investing. Here’s an excerpt from the episode: Jake: I think some of the investment takeaways from that are obvious that we don’t have control over a lot of things, we … Read More

In their  latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Warren Buffett’s UnBuffett-Like Trades. Here’s an excerpt from the episode: Bill: Buffett said that he and Charlie would bet material portions of their net worth on a coin flip with the right odds. If you … Read More

In their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Is Charles Munger The Greatest ‘Passive’ Investor Of All Time? Here’s an excerpt from the episode: Jake: Speaking of Charlie, has anybody figured out the price that would trigger a margin call for Baba. Tobias: … Read More

In their  latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss This Is The Toughest Macro Environment Ever. Here’s an excerpt from the episode: Bill: No, I’m trying to figure out and unpack– Look, I was always in camp transitory on the inflation side. I think … Read More

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: This Is The Toughest Macro Environment Ever Charles Munger – Passive Billionaire Buffett’s Most Interesting Purchases The Importance Of Surrendering In Investing What Does Well During Stagflation? The Surrender Experiment AAII Bulls … Read More

In their  latest episode of the VALUE: After Hours Podcast, Taylor, Hoffstein, and Carlisle discuss Being Inside A Nuclear Blast Radius. Here’s an excerpt from the episode: Jake: Yeah, hopefully, this maybe ties in our conversation a little bit more. A little shoutout from somebody sent me this video on … Read More

In their  latest episode of the VALUE: After Hours Podcast, Taylor, Hoffstein, and Carlisle discuss Ragnarok v Fimbulwinter Markets. Here’s an excerpt from the episode: Corey: Yeah. I feel I’m about to pull a Jake Taylor drop some knowledge, maybe. I don’t have anything [crosstalk]. But the letter I wrote … Read More

In their  latest episode of the VALUE: After Hours Podcast, Taylor, Hoffstein, and Carlisle discuss Flow Is Still Into Risky Assets. Here’s an excerpt from the episode: Tobias: I don’t think we’re far into the volatility. If this is a mega bear, who knows? It could be. That’s a possibility. … Read More

In their  latest episode of the VALUE: After Hours Podcast, Taylor, Hoffstein, and Carlisle discuss Hard Times Create Strong Men. Here’s an excerpt from the episode: Corey: What do you guys think the Fed does? Do they become more dovish on hikes and more hawkish on the balance sheet? What … Read More

In this episode of the VALUE: After Hours Podcast, Jake Taylor, Corey Hoffstein, and Tobias Carlisle chat about: Possible Fallout From The Russia/Ukraine Conflict What Will The Fed Do Next? Risky v Safe Asset Fund Flows Near Top 100th Percentile Ragnarok v Fimbulwinter Markets Weird Markets, Weird Moves What Happens … Read More

In their  latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Is Callaway Going To Be A Boom Stock? Here’s an excerpt from the episode: Bill: Real quick. I was thinking about Callaway. Tobias: We’re doing legit time. Callaway’s going to be boom stock when the … Read More

In their  latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Buffett: When Buybacks Are A Better Alternative Than Doing Something Stupid. Here’s an excerpt from the episode: Bill: I don’t disagree, but moving to a more interesting conversation, I think, why do you think Buffett … Read More

In their  latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Updates To Acquirer’s Multiple Screens. Here’s an excerpt from the episode: Tobias: The ongoing questions that you always have as an investor is how concentrated you want to be in an industry or sector. It’s … Read More

In their  latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Where Do Returns Really Come From? Here’s an excerpt from the episode: Jake: Okay. You guys know Bloomstran’s Semper Augustus letter’s always a bit of a massive lift. It’s 130 pages typically. But towards the … Read More